JUNIOR is a flexible, long-term investment portfolio exclusively designed for students. The goal is the creation and development of capital. A basic key to portfolio efficiency is regular reinforcements. That is why we offer the possibility to invest amounts from €50 with preferential transaction costs, exclusively for the JUNIOR Portfolio. The investment is made through an investment account, in which the parents and the minor child participate.
It is essential to understand the JUNIOR Portfolio strategy and how important it is to regularly compound the investment and invest for a long time.
Create with our help, your own investment plan. Start with a small seed capital and schedule regular capital boosts monthly, quarterly, semi-annually, whenever you can, with no strings attached. Adhere to it strictly and apply it for a long time.
Reinforce the capital regularly. Save on unnecessary expenses, save money gifts from third parties. Create an annual portfolio boost plan that suits you. You can invest from €50 and above. Regular reinforcements play an important role in the performance of the portfolio.
Keep the investment for as many years as possible. We recommend 15 years and over. You decide the duration. The long investment horizon, combined with the regular strengthening of the portfolio, are basic foundations for achieving the ultimate goal, which is the creation and development of capital.
In addition to the regular strengthening of the portfolio, investment management also plays an important role. This is our mission. The Manager of the JUNIOR portfolio invests gradually (every month) in specific international equity ETFs (in the main global stock market indices), according to the instructions of the company's investment committee.
The portfolio is created for each investor individually. The investor opens a JUNIOR portfolio management investment account. You send us the required documents and we open the investment account for you free of charge to get started.
Stop the investment whenever you wish, without any "penalty" as applies to other investment programs, e.g. insurance investments. Deposit or withdraw funds, to and from the portfolio, without restrictions.
Investment through a portfolio investment account owned by the investor and co-owners.
Update on every movement of the portfolio account. Online monitoring available. Annual detailed report on the tax declaration. Significantly lower cost compared to insurance or other investment programs.
